Introduction
Claradan Workshops
Claradan sets itself apart from its peers by bringing the subject of behavioural analysis alive through its experiences of successfully applying this knowledge to real situations and solutions over many years. Claradan’s series of Applied Behavioural Finance workshops is the result of this work.
The trading series is the product of over 25 years trading in London, Dubai and Tokyo in a variety of products. The application and utilisation of behavioural knowledge in individual performance management and development as well as in the identification of market trends and opportunities.
Claradan has published financial market analysis from a behavioural perspective for several years and this content can be found online:
FT Alphaville, Twitter, Linkedin, Claradan’s View Blog as well as industry publications.
Claradan’s business applications of Behavioural Finance are derived from its consultancy work in a variety of areas including; Software, Tax Advisory, Accountancy, Financial Services and Commercial Property.
Behavioural Finance Sales Module
Course Outline
- What Influences how decisions are made?
- The key inputs of decision making
- Rational and emotional decision making
- The impact of Disruptive Events on decision makers
- Motivations and Beliefs
- It is not what you say it is what they hear...
- The power of language - framing
Course Objectives
To introduce the effect behavioural biases have on the decision making processes of clients and the risks and opportunities this provides.
Who Should Attend?
All those involved in sales and the management of sales teams.
Sales, Financial Advisers, Wealth Management, Service providers
Learning Outcomes
- Knowledge of what impacts decision making
- Knowledge on the relationship between decision making and the sales process
- Introduction on framing the sales message appropriately
contact sales@claradan.co.uk
